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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,321 | $90,320-94.1% | $59,496-91.1% | $125,393-95.8% |
| Participation rate | 52.6% | 68.3%-15.7pp | 54.6%-1.9pp | 83.2%-30.6pp |
| Annual return | -8.03% | 369.13%-377.2pp | 182.05%-190.1pp | 282.23%-290.3pp |
| Employer contribution / active EE | $851 | $1,792-52.5% | $1,153-26.2% | $4,866-82.5% |
| Participant deferral / active EE | $2,591 | $2,716-4.6% | $1,829+41.7% | $5,351-51.6% |
| Admin fee / account holder | $32 | $3,063-99.0% | $2,232-98.6% | $9,541-99.7% |